ALRM · Alarm.com Holdings, Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Alarm.com reported Q2 SaaS and license revenue of $188.8M, up 11.1% YoY, with adjusted EBITDA of $57.7M and margin of 20.8%, and raised its full-year 2026 SaaS and license revenue, hardware, adjusted EBITDA, and adjusted EPS guidance.
- + Raised full-year 2026 SaaS and license revenue guidance to $754.0M-$754.4M (~$4.2M increase at midpoint, ~9.4% growth).
- + Raised full-year 2026 adjusted EBITDA outlook to $221M-$223M (~$6.5M increase at midpoint).
- + Adjusted EBITDA margin expanded to 20.8%, approximately 115 basis points higher than the year-ago quarter.
- + Hardware and other revenue outlook for 2026 raised by approximately $15 million at the midpoint.
- + Non-GAAP adjusted net income per diluted share guidance raised by approximately $0.11 to $2.92-$2.94.
- + International business surpassed 1 million active subscriber accounts across more than 70 countries.
- − GAAP net income attributable to common stockholders declined to $24.2M ($0.48/diluted share) from $34.6M ($0.63/diluted share) a year ago.
- − GAAP EPS decline driven by lower interest income after retirement of $500M of convertible notes in January.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ALRM
this stock
Alarm.com Holdings, Inc.
|
$2.72B | +8.5% | +7.6% | 23.1 | 5.7% |
|
SAP
Sap SE
|
$238.18B | -15.0% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$203.87B | -6.5% | +25.9% | 22.6 | 3.5% |
|
SHOP
Shopify Inc.
|
$165.71B | -20.0% | +30.1% | 86.4 | 1.4% |
|
UBER
Uber Technologies, Inc
|
$146.39B | -12.3% | +18.3% | 15.3 | 2.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ALRM | -2.4% | -0.8% | +24.8% | -3.8% | +8.5% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -1.3% | +1.0% | +6.9% | -3.5% | -3.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.